Case management with AI navigation built in
How Sync + Ally work together
One participant, one profile, one platform — from first chat through follow-up referral.
The loop closes automatically: new programs added to the catalog reach existing participants through Ally, without case-manager outreach.
Why Sync, not just another CM tool
Three things every social-services CTO has been burned by — and how Sync handles each.
Built-in AI navigation
Ally is in the box at every Sync tier. Chat, voice, IVR, screener, and landing pages — no chatbot vendor to procure, integrate, or pay for separately.
Shared participant profile
Eligibility data Ally collects flows straight into intake. HMIS-aligned vocabulary so income, household, and consent fields don’t get re-keyed.
Transparent per-case pricing
Published annual prices indexed to active cases. No per-seat lock-in, no “contact us for pricing” wall, no surprise renewals.
What you get with FORWARD Sync
Six pieces of case-management infrastructure, one connected workspace.
Intake forms
AI-generated from your existing PDFs or web forms. Progressive intake: capture Tier 1 in 60 seconds, resume later via magic link.
Action plans + check-ins
Structured plans per case with due dates, owners, and recurring check-ins. Templates for disaster, workforce, housing, and general.
Recommended programs
Ranked matches per participant from the shared catalog. Caches by profile hash so the same answer comes back fast on re-open.
Edit history + audit log
Every field change recorded with who, when, and old/new values. Right-rail panel on every case for compliance review.
Referrals tracker
Send participants to partner agencies and track status. Closed-loop reporting on who got connected and what happened.
HMIS-aligned vocabulary
Income, household, consent, and disability fields use HMIS canonical keys. Drop-in compatible with existing reporting workflows.
What changes when Sync is in the loop
Directional estimates based on pilot operations. Real customer figures coming online soon.
Resident gives name + contact + headline need in under a minute, then resumes later via magic link.
Pre-filled fields from Ally + HMIS-aligned vocabulary cut re-keying time vs. legacy CM workflows.
Routine eligibility questions handled by Ally; CMs spend their time on action plans and follow-ups.
Personal info is detected and stripped before the model sees it. The CM workspace is the authorized PII surface.
Case management with AI navigation already built in
Most case-management tools force you to bolt on a chatbot vendor. Sync skips that step — resident-facing Ally and staff-facing Sync share one catalog, one profile, one contract.
What Sync delivers
Built in, not bolted on
Integrated resident-facing AI
Ally chat / voice / IVR bundled in every plan
Per-active-case pricing
Pay for caseload, not staff seats
Intake captures via Ally screener
Conversational pre-screen feeds the case
AI recommended programs
Caseworker sees matches without re-asking
Shared program catalog
Update once, propagates to chat + screener + recs
Multilingual intake (8 languages)
Resident screens in their language, CM reads in English
Action plans + check-ins
Structured follow-through, not just notes
Audit trail + edit history
Every field change attributed + timestamped
HMIS-aligned vocabulary
Field schema matches HUD HMIS-A standards
Progressive intake (60-sec Tier 1)
Resident gets a case row before completing full form
Modern UX (mobile-friendly)
Built for phones + tablets, not just desktops
No per-seat lock-in
Add CMs without re-negotiating contracts
Transparent published pricing
Tier prices on the website, no quote dance
Resident self-service before intake
Ally answers eligibility before a CM gets involved
Single vendor, single contract
Chat, voice, screener, intake, CM, public pages — one bill
Cross-funnel analytics
Trace from chat → screener → intake → case outcome
Configurable form templates
AI-generated case forms tuned to your services
PII boundary enforced by platform
Resident-facing side never stores PII; CM side is role-gated
Sync isn't trying to replace your case workflow — it's trying to remove the busywork (re-keying intake, hunting through tabs, formatting reports) so your case managers can spend more time with participants.
Pricing scales with your caseload
Annual prices indexed to active cases. Every tier includes FORWARD Ally at the matched level.
Starter
- Intake forms (AI-generated)
- Action plans + check-ins
- Recommended programs
- Audit history
- HMIS-aligned vocabulary
Core
- Everything in Starter
- Referrals tracker
- IVR phone intake (via Ally)
- SEO landing pages (via Ally)
- Priority email support
Advanced
- Everything in Core
- CRM / data warehouse webhooks
- Multi-program reporting suite
- Configurable form templates
- Priority phone support
Enterprise
- Everything in Advanced
- Dedicated success manager
- SSO + audit log exports
- Custom data residency / SLA
- White-glove onboarding
Just need the resident-facing layer? FORWARD Ally stands alone starting at $5,000/year.
See Ally in action with your own content.
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Just need the resident-facing layer?
FORWARD Ally stands alone — chat, voice, IVR, eligibility screener, and landing pages, without the case-management workspace. Starts at $5,000/year.